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JPMorgan Chase
JPM

Overview Fund Activity

1,812 hedge funds and large institutions have $174B invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 665 increasing their positions, 744 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+119
Holders Change %
+7.03%
% of All Funds
48.36%
Holding in Top 10
391
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.42%
% of All Funds
10.44%
New
199
Increased
665
Reduced
744
Closed
59
Calls
$2.98B
Puts
$2.61B
Net Calls
+$366M
Net Calls Change
-$537M

Top Buyers

1
GA
Greenhaven Associates
New York
$465M
2
Vanguard Group
Vanguard Group
Pennsylvania
$12.7B
3
State Street
State Street
Massachusetts
$10.9B
4
ECU
Egerton Capital (UK)
United Kingdom
$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$277M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$447M
2
SC
Sculptor Capital
New York
$10.4M
3
Franklin Resources
Franklin Resources
California
$2.39B
4
Bank of America
Bank of America
North Carolina
$2.05B
5
Citadel Advisors
Citadel Advisors
Florida
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$315M – – –
PP
102
Prudential plc
United Kingdom
$298M -$82.4M -1,317,250 -22%
Adage Capital Partners
103
Adage Capital Partners
Massachusetts
$294M +$8.16M +130,400 +3%
Eagle Capital Management (New York)
104
Eagle Capital Management (New York)
New York
$277M +$267M +4,267,779 +2,661%
ECU
105
Egerton Capital (UK)
United Kingdom
$272M +$272M +4,353,431 New
Citigroup
106
Citigroup
New York
$272M +$64M +1,022,840 +31%
Robeco Institutional Asset Management
107
Robeco Institutional Asset Management
Netherlands
$267M -$53.5M -855,373 -17%
WT
108
Wellcome Trust
United Kingdom
$266M – – –
HL
109
Harding Loevner
New Jersey
$261M -$36.8M -587,411 -12%
BWA
110
Brave Warrior Advisors
New York
$260M +$32.6M +520,980 +14%
Barclays
111
Barclays
United Kingdom
$237M -$20.3M -327,696 -8%
USAA
112
United Services Automobile Association
Texas
$237M +$16.5M +263,985 +8%
CA
113
Commerzbank Aktiengesellschaft
Germany
$235M -$213M -3,407,522 -48%
Canada Life
114
Canada Life
Manitoba, Canada
$232M -$24.5M -392,176 -10%
SO
115
STRS Ohio
Ohio
$230M -$3.77M -60,204 -2%
LCS
116
Levin Capital Strategies
New York
$228M +$3.8M +60,755 +2%
EIG
117
EdgePoint Investment Group
Ontario, Canada
$227M +$2.9M +46,300 +1%
AQR Capital Management
118
AQR Capital Management
Connecticut
$223M +$65.4M +1,044,703 +41%
WRF
119
Waddell & Reed Financial
Kansas
$220M -$17M -271,850 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
120
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$219M -$16.8M -268,400 -7%
US Bancorp
121
US Bancorp
Minnesota
$217M -$460K -7,349 -0.2%
NFA
122
Nationwide Fund Advisors
Ohio
$214M -$16.1M -256,821 -7%
Aristotle Capital Management
123
Aristotle Capital Management
California
$208M +$950K +15,185 +0.5%
Calamos Advisors
124
Calamos Advisors
Illinois
$207M -$33.3M -531,882 -14%
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$206M -$9.49M -151,645 -4%
3 4
5
6 7